2024-04-23T10:51:58-07:00 2023-06-30 582157642 BLAD & ASSOCIATES PC 1832 Independence Square Ste A Dunwoody GA 30338 990 2022-07-01 581105110 CFA SOCIETY ATLANTA INC CFAS 6783248474 4355 COBB PARKWAY J-533 ATLANTA GA 30339 ANDRETTA WEAVER Treasurer 2024-04-23 true ANDRETTA WEAVER 999009999 true Robert S Blad CPA P00197666 7705127600 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z ANDRETTA WEAVER 4355 COBB PARKWAY J-533 ATLANTA GA 30339 397823 false X cfaatlanta.org X 1960 GA to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members. 13 13 0 13 0 7000 7000 362635 367337 13161 20848 2638 382796 397823 10000 10000 0 0 0 0 363282 299116 373282 309116 9514 88707 845251 937839 167361 138623 677890 799216 The Organization was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members. false false 248975 10000 367337 The provided the investment practitioner with educational/specialized learning opportunities, advanced studies, and information on new developments in investments and financial management. Additionally, the Organization's activities promote high standards of professional conduct among its members. 248975 false false false true false false false false false true false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false true 7 0 true 0 false false false false false false false false X 13 13 false true false false true true false true true false false false false false false true false false GA X CATHY FORD 6783248474 4355 COBB PARKWAY ATLANTA GA 30339 CATHY FORD CONTRACT- E.D. 40.00 0.00 X 95018 0 0 CHARLES GORDON WATERMAN President 2.30 0.00 X X 0 0 0 CHRISTIAN WILSON EXEC VP/GOV.CH. 2.30 0.00 X X 0 0 0 ROBERT THOMPSON VP - PROGRAMS 2.30 0.00 X X 0 0 0 HUNTER PIERPONT VP - EDUCATION 2.30 0.00 X X 0 0 0 ANDRETTA WEAVER Treasurer 2.30 0.00 X X 0 0 0 GREGORY GOODSON Secretary 2.30 0.00 X X 0 0 0 AARON TANNER JACOBSON SWANSON PAST PRESIDENT 2.30 0.00 X X 0 0 0 MARILYN M KIMBALL Trustee 2.30 0.00 X 0 0 0 DAVID RILEY Trustee 2.30 0.00 X 0 0 0 JUAN MENDEZ Trustee 2.30 0.00 X 0 0 0 CHRISTINE WINK MACKAY Trustee 2.30 0.00 X 0 0 0 ARMOND REESE Trustee 2.30 0.00 X 0 0 0 BILL ANNIS Trustee 2.30 0.00 X 0 0 0 95018 0 false false false 0 7000 7000 CFA INST REIMBURSEMENT 44529 44529 CFA REVIEW TUITION 499 499 MEETING/OTHER FEES 163636 163636 Membership Dues & Assessments 158673 158673 367337 20848 20848 0 0 0 0 0 0 0 misc 2638 2638 2638 397823 369975 20848 10000 10000 0 0 0 0 0 0 0 0 0 98292 49146 49146 0 6173 6173 0 0 0 0 72 72 0 6307 5767 540 0 0 0 0 180245 180229 16 0 0 0 0 OTHER 6105 3761 2344 BANK CHARGES 1922 1922 0 309116 248975 60141 0 334863 326418 0 0 4143 0 0 0 0 0 7205 14455 6750 6750 0 499040 596966 0 0 0 0 845251 937839 32824 32710 134537 105913 167361 138623 X 677890 799216 677890 799216 845251 937839 88707 32619 X true X false true false false false true false 6750 6750 X Part X : FIN48 Footnote The Organization recognizes the tax benefit from an uncertain tax position only, if it is more than likely than not the tax position will be sustained on examination by the taxing authority, based on technical merits of the position. As of June 30, 2023 and 2022, there were no known items that would result in a material accrual related to where the Organization has federal or state attributable tax positions. Generally, tax authorities have three years to examine a filing from the later of the filing date or the extended due date of the filing. false ASFIP FOUNDATION INC 4279 ROSWELL RD SUITE 208 ATLANTA GA 30342 475514105 10000 0 1 0 Form 990, Part VI, Section A, Line 3 The Company's ED has independent contract. Form 990, Part VI, Section A, Line 6 The Company has near 1,600 members in 2021. Form 990, Part VI, Section B, Line 11b ELECTRONIC COPY OF THE FORM 990 PROVIDED TO THE FINANCE COMMITTEE PRIOR TO FILING. Form 990, Part VI, Section B, Line 15a ORGANIZATION MAINTAINS NO EMPLOYEES BUT CONTRACTS FOR SUPPORT SERVICES. Compensation Committee of the Board reviews and negotiates compensation based on comparable market data and awareness of embedded contract escalators. Form 990, Part VI, Section C, Line 19 UPON REQUEST ASFIP FOUNDATION INC 4355 COBB PARKWAY ATLANTA GA 30339 475514105 CHARITABLE- ENHANCE INVESTMENT KNOWLEDGE GA 501(C)(3) 17O(b)(1)(A)(vi) NA false false true false false false false false false false false false false false false false false false false false ASFIP FOUNDATION INC b 10000 CASH